Format
Workshop · 1–3 days
Who it's for
Sales, service and marketing leaders modernizing customer engagement
Investment
Contact us for pricing
The problem
Pipeline lives in spreadsheets and inboxes, service history sits somewhere else, and sellers spend more time reporting than selling. Leadership cannot see the number until it is too late to change it.
What we do
We map your sales and service processes end to end, define the target state across Dynamics 365 Sales and Customer Service, show where Copilot and agents remove administrative work, and produce a phased plan with adoption built in.
What you get
- Current sales and service processes mapped end to end
- Target-state design on Dynamics 365 Sales and Customer Service
- Copilot and agent opportunities that give sellers time back
- A phased plan with adoption and measurement built in
The Microsoft stack behind it
- Hub
- Dynamics 365 SalesDynamics 365 Customer Service
- Spoke
- Copilot for SalesCopilot StudioPower Platform
- Secondary
- Customer InsightsMicrosoft Fabric